Create, Edit, and Delete a Work Order Type (Web)

To learn how to create, edit, or delete a work order in the Skimmer web portal, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.


Step-by-step instructions . . .

1
Let’s talk about how to add a new work order type with the web portal. You’ll start by logging into GetSkimmer.com. Once you’re logged in, click on Settings, and then click on Work Order Types. You’ll see our existing list of work order types, and now we’re going to click on the ADD button. We’re going to start out adding the basic information first and choosing our configuration options.

2
At the bottom, you can set up the default email message. We won’t fill it out now, but you’ll see you can choose a custom subject (which the customer will see in their email subject line), and then a header and body for your message. Now we’ll click Save, and it’s part of our list of work order types. And you’ll see another option has opened up here. Now we can add checklist items just like for a regular route stop.

3
Checklist Item Description is what your tech will see on the checklist. Description when complete is what will appear on the email that’s sent to your customer. Save, and now it’s part of this work order type. Then tap the Save button again at the bottom of the screen.

4
Let’s go back out to the main work order menu, and here we can confirm that this new type is available. We can also rearrange the order, so I’m going to place this directly under the Repair work order type. And if you look to the right, you’ll see you can easily delete any types you don’t need anymore, or click Edit to access the screens we were just using. Once you have the changes you want, make sure your techs in the field sync their device. And then you’re good to go!

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